Cash Balance Plan
Cash Balance Plan

Ideal Candidates for Cash Balance Plans
- Principals seeking a tax-deduction of more than $60,000, or who make more than $250,000 per year
- Successful family businesses
- Medical groups, law practices, and persons in the agriculture profession
- Older owners who need to squeeze 20 years of retirement savings into 10
Stay Safe with a B.O.P. At Your Back
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
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